Capital One Financial Corp
COF- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000927628
In the last 90 days, Capital One Financial Corp insiders filed 0 open-market purchases and 14 sales; 2,130 institutions reported holding it in 13F filings for Q2 2026, worth $107.7B in total; 9 superinvestors hold it, including Harris Associates (Oakmark) and Berkshire Hathaway.
13F holders, Q4 2025
Institutional positions in Capital One Financial Corp as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,212
- +249 vs. Q3 2025
- Shares held
- 549.0M
- +3.34M (+0.6%) vs. Q3 2025
- Total value
- $133.0B
- +$17.0B (+14.7%) vs. Q3 2025
- New holders
- 364
- 816 more added
- Sold out
- 115
- 725 more reduced
39 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,130 | $107.7B |
| Q1 2026 | 2,082 | $96.4B |
| Q4 2025 | 2,212 | $133.0B |
| Q3 2025 | 2,002 | $116.2B |
| Q2 2025 | 1,962 | $118.8B |
| Q1 2025 | 1,403 | $65.5B |
| Q4 2024 | 1,362 | $64.0B |
| Q3 2024 | 1,229 | $52.1B |
| Q2 2024 | 1,202 | $48.0B |
| Q1 2024 | 1,166 | $52.2B |
| Q4 2023 | 1,142 | $44.8B |
| Q3 2023 | 1,011 | $33.3B |
| Q2 2023 | 1,019 | $38.0B |
| Q1 2023 | 1,009 | $33.0B |
| Q4 2022 | 1,026 | $31.7B |
| Q3 2022 | 997 | $31.4B |
| Q2 2022 | 1,023 | $35.5B |
| Q1 2022 | 1,095 | $46.5B |
| Q4 2021 | 1,140 | $53.4B |
| Q3 2021 | 1,107 | $62.2B |
| Q2 2021 | 1,122 | $61.8B |
| Q1 2021 | 1,017 | $52.3B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 2,365 | $573.0K | 0.04% | +200+9.2% | Added |
| Evercore Wealth Management, LLC | 2,366 | $573.4K | 0.01% | −1,529−39.3% | Reduced |
| Stokes Family Office, LLC | 2,371 | $574.7K | 0.05% | +105+4.6% | Added |
| Drive Wealth Management, LLC | 2,377 | $575.9K | 0.11% | +1,258+112.4% | Added |
| Zullo Investment Group, Inc. | 2,381 | $577.2K | 0.21% | −359−13.1% | Reduced |
| Clarius Group, LLC | 2,389 | $579.0K | 0.03% | −26−1.1% | Reduced |
| Hara Capital LLC | 2,390 | $579.2K | 0.32% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,397 | $580.9K | 0.08% | −35−1.4% | Reduced |
| Pointe Capital Management LLC | 2,412 | $584.6K | 0.29% | −367−13.2% | Reduced |
| Parsons Capital Management Inc | 2,414 | $585.1K | 0.03% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,416 | $585.7K | 0.11% | +3+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 2,421 | $586.8K | 0.02% | −7−0.3% | Reduced |
| Western Pacific Wealth Management, LP | 2,425 | $587.7K | 0.57% | 00.0% | Unchanged |
| Welch Group, LLC | 2,426 | $588.0K | 0.02% | +14+0.6% | Added |
| First Interstate Bank | 2,429 | $588.7K | 0.03% | −43−1.7% | Reduced |
| Berkshire Asset Management LLC | 2,436 | $590.4K | 0.03% | −555−18.6% | Reduced |
| HBK Sorce Advisory LLC | 2,662 | $593.0K | 0.01% | −5−0.2% | Reduced |
| Alta Advisers Ltd | 2,456 | $595.2K | 0.22% | −1,100−30.9% | Reduced |
| First Financial Bankshares Inc | 2,461 | $596.4K | 0.01% | −5,329−68.4% | Reduced |
| Seven Mile Advisory | 2,476 | $600.0K | 0.10% | −145−5.5% | Reduced |
| Greenfield Savings Bank | 2,488 | $603.0K | 0.25% | −112−4.3% | Reduced |
| Wedgewood Investors Inc | 2,513 | $609.1K | 0.69% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,515 | $609.5K | 0.53% | +2,515 | New |
| Good Harbor Advisors, Inc. | 2,516 | $609.8K | 0.71% | +2,516 | New |
| 626 Financial, LLC | 2,546 | $617.0K | 0.27% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,548 | $617.5K | 0.01% | 00.0% | Unchanged |
| Tobam | 2,551 | $618.0K | 0.15% | +2,551 | New |
| Taylor Hoffman Capital Management LLC | 2,550 | $618.0K | 0.19% | +1,010+65.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,554 | $619.0K | 0.25% | −6,982−73.2% | Reduced |
| Aviso Wealth Management | 2,554 | $619.0K | 0.26% | +598+30.6% | Added |
| Independent Solutions Wealth Management, LLC | 2,555 | $619.3K | 0.11% | −50−1.9% | Reduced |
| Berman McAleer LLC | 2,558 | $620.0K | 0.08% | +6+0.2% | Added |
| Fundamentun, LLC | 2,561 | $620.9K | 0.02% | +42+1.7% | Added |
| Abel Hall, LLC | 2,563 | $621.1K | 0.15% | +1,497+140.4% | Added |
| Fiduciary Trust Co | 2,567 | $622.2K | 0.01% | +20+0.8% | Added |
| Fielder Capital Group LLC | 2,582 | $625.8K | 0.13% | +96+3.9% | Added |
| Sound View Wealth Advisors Group, LLC | 2,588 | $627.2K | 0.04% | −117−4.3% | Reduced |
| Northwest Wealth Management, LLC | 2,589 | $627.4K | 0.10% | +1,142+78.9% | Added |
| Capital Performance Advisors LLP | 2,593 | $628.5K | 0.04% | +1,237+91.2% | Added |
| Sage Investment Counsel LLC | 2,600 | $630.0K | 0.69% | −222−7.9% | Reduced |
| International Assets Investment Management, LLC | 2,604 | $631.0K | 0.04% | +589+29.2% | Added |
| Promethium Advisors,llc | 2,606 | $631.5K | 0.34% | −350−11.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,606 | $631.6K | 0.08% | −136−5.0% | Reduced |
| Bulltick Wealth Management, LLC | 2,610 | $632.6K | 0.13% | +2,610 | New |
| KCM Investment Advisors LLC | 2,619 | $634.7K | 0.02% | +48+1.9% | Added |
| Schubert & Co | 2,620 | $635.0K | 0.51% | −190−6.8% | Reduced |
| Armis Advisers, LLC | 3,503 | $635.7K | 0.07% | −502−12.5% | Reduced |
| Severin Investments, LLC | 2,624 | $635.9K | 0.56% | +190+7.8% | Added |
| Angeles Wealth Management, LLC | 2,635 | $638.6K | 0.04% | +1,119+73.8% | Added |
| Lafayette Investments, Inc. | 2,642 | $640.3K | 0.12% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,644 | $640.8K | 0.25% | −497−15.8% | Reduced |
| TriaGen Wealth Management LLC | 2,656 | $643.7K | 0.17% | −10,249−79.4% | Reduced |
| Baker Avenue Asset Management, LP | 2,657 | $644.0K | 0.01% | +106+4.2% | Added |
| JFS Wealth Advisors, LLC | 2,660 | $644.7K | 0.04% | −201−7.0% | Reduced |
| Summit Global Investments | 2,670 | $647.0K | 0.04% | +2,670 | New |
| Vista Capital Partners, Inc. | 2,683 | $650.3K | 0.06% | +1,735+183.0% | Added |
| Valmark Advisers, Inc. | 2,686 | $651.0K | 0.01% | −41−1.5% | Reduced |
| Mutual Advisors, LLC | 2,690 | $652.0K | 0.01% | +306+12.8% | Added |
| QVR LLC | 2,695 | $653.2K | 0.46% | +2,695 | New |
| Capital Asset Advisory Services LLC | 2,554 | $658.9K | 0.03% | −505−16.5% | Reduced |
| Frederick Financial Consultants, LLC | 2,738 | $663.6K | 0.36% | −133−4.6% | Reduced |
| Exencial Wealth Advisors, LLC | 2,743 | $664.9K | 0.02% | +532+24.1% | Added |
| Private Trust Co NA | 2,745 | $665.3K | 0.06% | −241−8.1% | Reduced |
| Grandfield & Dodd, LLC | 2,747 | $665.9K | 0.04% | +8+0.3% | Added |
| Wellspring Financial Advisors, LLC | 2,760 | $669.0K | 0.05% | +2,760 | New |
| One Capital Management, LLC | 2,794 | $677.3K | 0.02% | −119−4.1% | Reduced |
| MGB Wealth Management, LLC | 2,799 | $678.4K | 0.19% | +803+40.2% | Added |
| OneAscent Financial Services LLC | 2,805 | $679.8K | 0.06% | +1,302+86.6% | Added |
| Relyea Zuckerberg Hanson LLC | 2,810 | $681.1K | 0.07% | −10.0% | Reduced |
| Richardson Financial Services Inc. | 2,812 | $681.5K | 0.42% | +65+2.4% | Added |
| Souders Financial Advisors | 2,818 | $683.0K | 0.08% | +69+2.5% | Added |
| a16z Perennial Management, L.P. | 2,831 | $686.1K | 0.05% | +57+2.1% | Added |
| TCI Wealth Advisors, Inc. | 2,834 | $686.8K | 0.04% | +457+19.2% | Added |
| Financial Security Advisor, Inc. | 2,839 | $688.1K | 0.13% | −115−3.9% | Reduced |
| Larson Financial Group LLC | 2,860 | $693.2K | 0.02% | −1,355−32.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,879 | $697.8K | 0.39% | +100+3.6% | Added |
| West Family Investments, Inc. | 2,886 | $699.5K | 0.16% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 2,891 | $700.6K | 0.28% | −80−2.7% | Reduced |
| Claris Financial LLC | 2,894 | $701.5K | 0.37% | −34−1.2% | Reduced |
| Madison Asset Management, LLC | 2,897 | $702.1K | 0.01% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,903 | $704.0K | 0.09% | 00.0% | Unchanged |
| SG Trading Solutions, LLC | 2,904 | $704.0K | 0.16% | +2,904 | New |
| Diversified Investment Strategies, LLC | 2,905 | $704.1K | 0.46% | +128+4.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,908 | $704.7K | 0.02% | +192+7.1% | Added |
| Chicago Trust Co NA | 2,920 | $707.7K | 0.11% | −66−2.2% | Reduced |
| Central Pacific Bank - Trust Division | 2,925 | $708.9K | 0.09% | −825−22.0% | Reduced |
| Smithfield Trust Co | 2,935 | $711.0K | 0.03% | −3−0.1% | Reduced |
| Bridgewater Advisors Inc. | 3,110 | $713.0K | 0.05% | +57+1.9% | Added |
| Institute for Wealth Management, LLC. | 2,949 | $714.7K | 0.08% | +5+0.2% | Added |
| Factorial Partners, LLC | 2,955 | $716.2K | 0.47% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,974 | $720.8K | 0.10% | +2,974 | New |
| SmartHarvest Portfolios, LLC | 2,981 | $722.6K | 0.25% | +2,981 | New |
| One Wealth Advisors, LLC | 2,982 | $722.7K | 0.09% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,982 | $722.8K | 0.04% | +1,625+119.7% | Added |
| Norden Group LLC | 2,984 | $723.3K | 0.07% | −245−7.6% | Reduced |
| Cornerstone Wealth Management, LLC | 2,999 | $726.8K | 0.04% | +10.0% | Added |
| Hartford Financial Management Inc. | 3,000 | $727.1K | 0.19% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $727.1K | 0.45% | 00.0% | Unchanged |
| J2 Capital Management Inc | 3,016 | $731.0K | 0.53% | +358+13.5% | Added |
| Richwood Investment Advisors, LLC | 3,297 | $734.5K | 0.53% | −255−7.2% | Reduced |